Andrea McClelland
Aegis Wealth · Bethesda, Maryland
Andrea McClelland is a fee-only financial advisor at Aegis Wealth in Bethesda, Maryland, who holds the CFP credential. Aegis Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Andrea →
Facts
| Firm | Aegis Wealth |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $744.1M across 516 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 7545055 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.aegiswealth.com |
How Andrea's firm compares
- Aegis Wealth's average account is about $1.4 million, from its Form ADV (assets managed divided by 516 accounts).
Request an introduction to Andrea
Tell Andrea a little about what you're looking for. Andrea isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrea
Is Andrea McClelland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrea holds no broker registration, and Aegis Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrea charge for financial advice?
Andrea's firm, Aegis Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrea McClelland based?
Andrea McClelland is based in Bethesda, Maryland.
What credentials does Andrea McClelland hold?
Andrea McClelland holds the CFP credential.
Is Andrea McClelland registered with the SEC?
Yes. Andrea McClelland is registered as an investment adviser representative in MD (CRD 7545055), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aegis Wealth manage?
Aegis Wealth reports $744.1M across 516 accounts in assets under management.
How do I contact Andrea McClelland?
Through Andrea's website, www.aegiswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.